Alex. Brown Appoints New Exec For Los Angeles Office
The L.A. regional executive position is a new one for Alex. Brown.
Raymond James Nabs $300M Wells Fargo Team
Three advisors from Wells Fargo recently joined the Raymond James office in Rochester, New York.
Investors ‘Wary and Anxious’ Despite Market Rally
The latest results of Eaton Vance's top-of-mind survey are "more uncertain that we've seen' in the past, John Moninger says.
Just Say No to the S&P 500, GMO Warns Investors
GMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
How 20-Somethings Invested Their 401(k)s, Then and Now
The millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
Inflation Is Americans’ Top Economic Worry: Allianz Life
The Allianz Life 2017 Inflation Study finds a majority don't have a plan that addresses the rising cost of living in retirement.
Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
‘Curb Your Enthusiasm’ for High Yield, RBC Strategist Says
“Be the first person out the door,” fixed income strategist Craig Bishop says.
Advisor’s ‘Mafia the Movie’ Scam Not a Hit With SEC: Enforcement
Meanwhile, FINRA barred three brokers, one for excessive trading and two for failure to supervise.
Financial Anxiety Is The New Diet Anxiety
A Northwestern Mutual study finds that 67% of millennials have anxiety about their level of savings.